Aurelius Family Office LLC Expands Investment in Vanguard Russell 1000 Value

Aurelius Family Office LLC has recently made a notable investment by acquiring shares in the Vanguard Russell 1000 Value ETF (NASDAQ:VONV). This purchase occurred during the 4th quarter, as detailed in their latest Form 13F filing with the U.S. Securities and Exchange Commission (SEC). The investment firm acquired a total of 16,246 shares, which amounts to an approximate value of $1,320,000.

Following this acquisition, Vanguard Russell 1000 Value represents about 0.7% of Aurelius Family Office LLC's overall investment portfolio, making it the firm's 24th largest position.

Other institutional investors have also recently adjusted their holdings in the Vanguard Russell 1000 Value ETF. For instance, Future Financial Wealth Management LLC established a new position in the 3rd quarter, valued at $25,000. Additionally, Quotient Wealth Partners LLC raised its stake by 3.8% during the same quarter, now owning 4,422 shares valued at around $368,000 after an additional purchase of 162 shares. Ritholtz Wealth Management similarly purchased a new stake worth $2,861,000. Sapient Capital LLC enhanced its stake in the ETF by 9.1%, now holding 6,946 shares valued at $579,000, following the acquisition of an additional 581 shares. Lastly, Creative Planning increased its position by 2.2% and now owns 58,662 shares valued at about $4,888,000 after acquiring an additional 1,288 shares.

Current Share Performance

The shares of Vanguard Russell 1000 Value opened at $84.80 on Friday. The ETF has a market capitalization of approximately $10.36 billion, a price-to-earnings (PE) ratio of 17.49, and a beta value of 0.95, indicating stability in price fluctuations compared to the overall market. The ETF has recorded a 50-day simple moving average of $83.61 and a 200-day simple moving average of $82.86. Over the past year, the ETF has seen a low of $72.12 and a high of $87.97.

Dividend Announcement

Recently, Vanguard also announced the payment of a dividend. Shareholders of record on Monday, December 23rd, were paid a dividend of $0.437 per share on Thursday, December 26th. The ex-dividend date was set for December 23rd.

Understanding Vanguard Russell 1000 Value

The Vanguard Russell 1000 Value ETF (VONV) is an exchange-traded fund that aims to replicate the performance of the Russell 1000 Value Index. This index focuses on value stocks from the 1,000 largest public companies in the United States. Launched on September 20, 2010, this ETF is managed by Vanguard, a highly respected investment management firm.

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